Apollo io integrates with Microsoft Excel via Zapier to automatically add new Apollo contacts, accounts, or enriched leads as rows in your Excel spreadsheets. Here's the complete step-by-step guide:
- On your Zapier main dashboard, click Create Zap.
- Click on the Trigger button, and choose Apollo as your trigger app.
- Make sure that your Apollo account is signed in. If not, click on the Sign In button.
- In the pop-up window, enter the API Key and Name, then click Continue.
- To get your API Key, go to your Apollo main dashboard, click 'Settings', then select 'Integrations'.
- In the Integrations section, scroll down to locate the API option and click on it.
- Click the '+ Create new key' button in the upper-left corner, personalize your API key, then click the Create API Key button.
- Copy your newly created API Key and paste it into the pop-up window. Click Done.
- Click Trigger Event, and choose "New Contact," and test it to pull in sample data.
- Once everything is confirmed, click Continue with selected record to confirm the trigger works.
- Click Action to set up what happens next in your workflow.
- Search for and select Microsoft Excel as your action app.
- Connect Excel account - click Sign In and authorize OneDrive access.
- In the dropdown list under Action event, select Add Row to automatically append new contact data to your spreadsheet.
- After successful configuration of your trigger and action data, hit Publish to activate your Zap and start automating contact imports.
